Description

This two-hour CPE course is designed for accounting professionals and technology enthusiasts seeking to enhance productivity through Microsoft 365's versatile applications. Participants will explore ten key apps ? including Shared Mailboxes, Planner, Lists, To Do, Stream, Viva Learning, Forms, Bookings, Approvals, and Places ? and learn to integrate them effectively into their workflows. The course emphasizes practical applications within accounting contexts, aiming to streamline operations and foster collaboration.

Instructor: Thomas G. Stephens Jr

Target Audience

CPAs and other professionals looking to expand their knowledge on the topic.

Course Objectives

Identify and describe the basic functionalities of at least three of the ten productivity apps discussed in this session

Explain how Shared Mailboxes and Groups enhance team communication and help manage departmental emails more effectively

Identify at least two of the three applications that can be used to manage tasks and/or projects available in business and enterprise versions of Microsoft 365

Subjects

Enhancing communication and collaboration: Shared Mailboxes, Groups, and Places

Optimizing task and project management: Planner, Lists, and To Do

Streamlining training and workflow automation: Stream, Viva Learning, Forms, Bookings, and Approvals